Medtech sits alongside biotech in healthcare but with a different risk-return profile: shorter regulatory paths, recurring revenue models, and businesses that often reach commercial scale earlier than therapeutic developers. For Scott's clients, medtech provides a way to participate in healthcare innovation with more predictable commercial outcomes.
Investment in companies developing medical devices, diagnostics, surgical robotics, in-vitro testing, imaging, and digital health platforms. The opportunity set ranges from venture-stage technology developers through to commercial-stage businesses with recurring revenue from consumables, software or services.
Medtech regulatory pathways are typically faster than therapeutic approvals, and successful devices generate annuity-style revenue. Addressable markets are growing structurally with healthcare expenditure and ageing demographics, useful tailwinds inside retirement-focused portfolios.
Through diversified late-stage and growth-stage private funds on BGW's APL that include medtech as a thematic, and selective direct co-investments where Boston Global Group has sourcing relationships.
Private medtech positions are illiquid until liquidity events. Listed exposure offers daily liquidity but with single-stock volatility. Risks include reimbursement uncertainty, regulatory delays, competitive disruption and tech obsolescence.
Scott will tell you straight. Whether it earns its place, how much would make sense, and how it fits alongside what you already hold.
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